Sequences

Sequences List Page (/sequences)

Left sidebar: Folder system for organizing sequences. "All Sequences" is the default. Custom folders can be created (add_icon) or deleted (delete_icon).

Search & Create:

• Search Sequences textbox — filter sequences by name
• Create Sequence button (top-right) — opens creation modal

Filters bar: Three dropdowns above the table:

• Status dropdown — filter by sequence status
• Created Date dropdown — filter by creation date
• Tags dropdown — filter by tags

Filters Behaviour

• Status filter: Exactly three options — Active, Inactive, Complete. Use the trash/delete icon to clear the active filter.
• Tags filter: Shows a search box + list of tags. Filters in real time. A tag with no matching sequences shows empty state (no crash).
• Created Date filter: Selecting a future date range shows empty state (no crash).
• Search box: Filters list in real time. Special characters like @#$%&* show empty state without crashing.
• Named tabs: Click a named tab to filter to that folder. Click All Sequences to show all.

Sequence table columns:

Each row has a more_icon for row actions (three-dot menu).

Pagination: Bottom of table. Page numbers with left/right arrows. "20 per page" selector.

Sequence Statuses

Creating a Sequence

Step 1: Create Sequence Modal

Click "Create Sequence". A modal appears with:

• Sequence Name — text field (placeholder: "Enter new Sequence name")
• Build from scratch — "Create a new Sequence from ground up" (radio card, default selected)
• Choose a Prebuilt Template — "Select a Sequence template from our library" (radio card)
• Who can access — dropdown (e.g., "Team can view and edit")
• Tags — "Add tags to organize your Sequence" (multi-tag input)
• Continue button (disabled until name is entered)

Validation rules:

• Sequence Name cannot be empty — clicking Continue shows a validation error
• Sequence Name with only spaces is rejected
• Very long names (300+ characters) — input truncated or error shown; no crash
• Clicking × closes the modal without creating any sequence

Path A: Build from Scratch

Clicking Continue with "Build from scratch" selected creates the sequence and opens the detail page at /sequences/{id}. The sequence starts empty — you add steps via the "+ Add a new step" button.

Path B: Choose a Prebuilt Template

Clicking Continue with "Choose a Prebuilt Template" selected navigates to the template picker at /sequences/templates.

Template picker layout:

• Left sidebar categories:
  • Sales outreach
  • People signal-based targeting
  • Company signal-based targeting
  • LinkedIn-based targeting
• Search templates textbox at top
• Template cards showing: name, description, step count, duration

Available Prebuilt Templates:

Sequence Detail Page (/sequences/{id})

Header:

• Back arrow — returns to sequence list
• Sequence name with edit_icon for renaming
• Add Contacts/Leads button (dropdown arrow)
• Launch button (green, with play icon)

Seven Tabs

Overview Tab (Default)

Shows the sequence steps in vertical order. Each step card displays:

• Step number and type — e.g., "1. AI Email Agent - Day 1"
• Schedule description — e.g., "Scheduled immediately after the person is added to Sequence" or "Step 2 - Schedule in 2 days if no reply received"
• Stats: Total Complete, Total Active, Paused, Replies
• Toggle switch — enable/disable the step
• Variants: Each variant (A, B, C, D) shows: variant letter, thread name (e.g., "New Thread"), and stats (Total Sent, Total Open, Clicks, Replies)
• + Add A/B — add A/B test variants to the step
• Three-dot menu — step actions (edit, delete, etc.)

"+ Add a new step" button at the bottom opens the step type selector modal.

Step Types

The "Add Step" modal organizes step types into three categories:

Agents (AI-powered, auto-generate content)

Automatic (you write content, system sends it)

Manual (creates a task for the user to complete)

Step Editors

AI Email Agent Editor (/sequences/{id}/step/{stepId}/edit)

Split-pane layout with Cancel and "Save & Continue" buttons.

Left pane:

• "Write a prompt for the AI agent" — textarea where you describe what the email should accomplish
• Checkbox: Insert Email Signature
• Checkbox: Insert Meeting Agent

Right pane — Preview:

• "Select Contact/Lead" dropdown — pick a contact to preview personalization
• To: contact name [email protected]
• Subject: (AI-generated)
• Message: (AI-generated)
• Generate Preview button — generates a sample email based on the prompt

Automatic Email Editor

Split-pane layout with Cancel and "Save & Continue" buttons.

Left pane — Message Details:

• Checkbox: Reply to previous thread — sends as a reply to the previous email step
• Subject field with personalization token insertion
• Rich text editor with toolbar: text formatting (Normal/Bold/Italic/Underline/Strikethrough), links, personalization tokens, ordered/unordered lists, indentation, code blocks
• Email body — write the full email content manually
• Bottom toolbar actions:
  • + Insert — insert dynamic content
  • Attach Files — attach files to the email
  • Email Template — select from saved email templates
  • AI Personalize — AI-powered personalization of the email
  • Personalize — insert personalization tokens (First Name, Last Name, Full Name, Current Company, etc.)

Right pane — Preview:

• Select Contact/Lead dropdown — choose a contact to preview the email with their actual data substituted for variables
• Preview shows the To: field with real email and all {{variables}} replaced with real values

Validation:

• Subject cannot be empty — shows "Subject is required" error
• Body cannot be empty — shows "Message body is required" error
• Cancel — closes the editor without saving; no step is added

Step Timing

Each step (except step 1) has configurable timing:

• Immediately — runs right after the previous step
• Delay — wait N minutes/hours/days before executing
• Condition — "if no reply received" (common for follow-up steps)

Step 1 is always "Scheduled immediately after the person is added to Sequence."

A/B Testing

Each step supports up to 4 variants (A, B, C, D) for A/B testing:

• Click "+ Add A/B" on any step to add a variant
• Each variant has its own content/prompt
• Stats are tracked per variant (Sent, Open, Clicks, Replies)
• Toggle switches control which variants are active

Contacts/Leads Tab

Table Columns

Add Contacts/Leads

Click the Add Contacts/Leads button (top-right of the Contacts/Leads tab). A dropdown opens with three options:

Note: Adding a contact already in the sequence either shows a warning or silently skips the duplicate. The contact will not appear twice.

Filters

• Sequence Step — shows only contacts on the selected step
• Status — shows only contacts with the selected status
• Search contacts/leads (top-right) — filters in real time; non-matching term shows empty state (no crash)
• Header checkbox — selects all visible contact rows
• ⋮ (three-dot) menu on each row — shows actions like Remove from sequence, View contact

Emails Tab

Table Columns

Filters

• Senders Email — filter by which sender account sent the email
• Sent On — filter by date or date range
• Email Stage — filter by the stage of the email in the sequence
• Opened — filter by whether the email was opened

Empty State: If no emails have been sent yet, the tab shows an empty state (no blank white screen or error).

LinkedIn Tab

Filters

Analytics Tab

Top Metric Cards (Last 30 days)

Total people, Total contacts, Total leads.

Email Section Metrics (Last 30 days)

Emails sent, Email opens, Email clicks, Emails replied, Positive replies, Out of office replies, Skipped, Percentage of bounced emails, Open rate, Click rate, Reply rate.

Email Charts

• Email engagement activity — line chart with color-coded lines for Emails Sent, Email Opens, Email Clicks, Emails Replied, and Bounces
• Email Funnel — bar chart shown below the activity chart

LinkedIn Section Metrics (Last 30 days)

Connections sent, Connections accepted, InMails Sent, Messages Sent, InMail Replies, Message Replies, Skipped, Connection acceptance rate, Reply rate.

If no LinkedIn activity exists, the chart shows "No LinkedIn activity data found!" and all metrics show 0.

Tasks Section Metrics (Last 30 days)

Total tasks, Tasks done, Tasks pending.

Filters

• User — shows metrics for the selected user only
• Date — shows metrics for the selected date range
• Reset — clears all filters and resets to default (all users, last 30 days)

If the sequence has no activity, all metric cards show 0 and charts show empty or flat lines (no errors or crashes).

Settings Tab

General

• Who can access — permission dropdown (e.g., "Team can view and edit")

Schedule

• Timezone — dropdown (e.g., "Asia/Kolkata")
• Use lead's local timezone — checkbox: "Use the lead/contact's local time zone instead of the schedule's time zone, if the lead/contact contains location data."
• Active Days — day pills (Monday through Friday by default, removable/addable)
• Tags — "Add tags to organize your Sequences" (with "Press Enter or comma to add new tags")
• Start Time — dropdown (e.g., "9:00am")
• End Time — dropdown (e.g., "5:30pm")

Schedule

• Active Days — configured days shown as removable chips (e.g., Monday ×, Tuesday ×) — click × to remove a day
• Tags — add or remove tags associated with this sequence
• Validation: Setting Start Time later than End Time shows a validation error ("Start time must be before end time"). The setting is not saved.

Sequence Rules (Toggle Switches)

Enabling "Do not add contacts if added to any other Sequence" prevents duplicate enrollment — system shows a warning or silently skips that contact.

Distribution (Toggle Switches)

Launch Sequence

The Launch button is at the top-right of the sequence detail page.

Pre-conditions to Launch

• At least one step must be added in the Overview tab
• At least one contact/lead must be added in the Contacts/Leads tab
• A sender email account must be connected (Settings → Personal Mailboxes)

On Successful Launch

• The sequence status changes to Active in the Sequences list
• Contacts begin moving through the sequence steps
• A success notification or confirmation is shown

Status Control

Clicking the status button opens a dropdown with available state-change options. The badge updates immediately.

Edge Cases & Validation Summary

URL Patterns

Key Dependencies & Relationships

• Personal Mailboxes (Settings) — must have connected mailboxes for email steps (Automatic Email, AI Email Agent). The sender mailbox is configured per sequence.
• Personal LinkedIn (Settings) — required for all LinkedIn step types (messages, InMails, connection requests)
• Email Templates (Library) — reusable templates available in the Automatic Email step editor via "Email Template" button
• Contact Lists (CRM) — used by the "Select a list" method when adding contacts
• Meeting Agent — can be inserted into AI Email Agent steps via "Insert Meeting Agent" checkbox
• Email Signatures — insertable via "Insert Email Signature" checkbox in AI Email Agent, or via signature tokens in Automatic Email

Gotchas & Non-Obvious Behaviors

• Sequence links use click handlers, not href — like Cold Outreach, the <a> tags in the list have no href. You must click the inner <div> containing the sequence name text to navigate. Clicking the outer <a> does nothing.
• "Build from scratch" vs template creates different initial states — Build from scratch creates an empty sequence at /sequences/{id}. Template selection goes to /sequences/templates first.
• Step numbering includes day counts — Step names show "Day N" calculated from cumulative delays (e.g., "AI Email Agent - Day 1", "Automatic Email - Day 3").
• AI Agent steps vs Automatic steps have completely different editors — AI Agent steps take a prompt and auto-generate content. Automatic steps have a full rich text editor where you write the content manually.
• A/B variants must be active for launch — The Launch button validates that every step has at least one active variant (toggle switch on). Without this, launch fails with an error toast.
• Settings tab can be slow to load — The settings tab sometimes shows "Loading.." for extended periods. The ?tab=settings URL parameter navigates directly to it.
• The "Add Contacts/Leads" button is a dropdown, not a direct action — Clicking it shows three options: Prospect, Select a list, Select Manually.
• Template picker has categories — Templates are organized into 4 categories (Sales outreach, People signal-based targeting, Company signal-based targeting, LinkedIn-based targeting) accessible via left sidebar.
• WhatsApp steps are available — In addition to Email and LinkedIn, sequences support WhatsApp messages (both Automatic and Manual).
• Multi Threading Agent enables multi-stakeholder outreach within a single company, engaging multiple contacts at the same organization.